Systems Simplified

Topher Morrison is the CEO of Topher Communications, a brand agency specializing in helping business owners develop their ideal pitch. He is also an Advisor at Fathom, a software company that has created video recording, transcription, and note-taking software for Zoom.

As the author of multiple books, Topher helps entrepreneurs achieve tangible, proven strategies to become influencers in their company, network, or industry. With over 35 years of experience as a professional speaker in the US, UK, Australia, and Singapore, he has earned a global reputation as an expert in mass communications. Topher has held speaking engagements for top executives with American Express, Microsoft, and Google, among others.

When asked, "What do you do for a living?" many entrepreneurs reply with a vague or over-complicated response, causing confusion. Alternatively, while some business owners may deliver a clear and compelling pitch, they often lack the awareness to ensure consistency each time. Today's guest offers exclusive pitch systems to gain authority and establish yourself in your industry.

As a professional speaking veteran, Topher Morrison says that the strongest business pitches are rehearsed and delivered with confidence. He has developed a process with a consecutive structure for every variation and occasion, including parties and elevator or sales pitches. An elevator pitch is an initial proposition involving a simple and clear explanation that builds interest. Communicating a pitch at parties entails demonstrating credibility and expertise through practical examples and communicating how you can solve a universal issue. Sales proposals convey a deeply personal motivation for your work.

In this episode of Systems Simplified, Adi Klevit hosts Topher Morrison, CEO of Topher Communications, to discuss creating a winning business pitch. Topher explains the difference between personal and professional speaking, his process for speaking to diverse audiences, and best practices for the five types of pitches.

Travis Luther is the Founder of TrialLine, a SaaS-based interactive timeline software for attorneys in the legal industry. As a business and leadership advisor, Travis has over 25 years of experience in entrepreneurship. He is also an award-winning speaker and best-selling author, and his work has been featured in PBS, Forbes, and the Wall Street Journal.

Travis has been a member of the Entrepreneurs' Organization (EO) for 10 years and is the President-elect of the Colorado Chapter. He is a past US National Chair for the Global Student Entrepreneurship Awards (GSEA), a program of EO. Travis is also the President of Law Father, an award-winning digital media agency for lawyers and law firms, and founded Queen Anne Pillow, a luxurious pillow company.

Launching and running profitable businesses requires not only grit and tenacity but also a thorough understanding of pricing, P&L statements, and customer demands. Learn proven processes from a thriving entrepreneur who prevailed through extraordinary hardships.

After being forced to leave his childhood home and adopt his brothers at age 16, serial entrepreneur Travis Luther began building multiple businesses. Initially lacking consideration for organizational systems and processes, he lost his first two companies before developing a secure business model. Travis says that delivering quality services and products entails addressing a prevalent concern in the market and providing customers with customized and positive experiences to keep them coming back.

In today's episode of Systems Simplified, Adi Klevit sits down with Travis Luther, Founder of TrialLine, to discuss becoming a serial entrepreneur amid struggles. Travis shares his mistakes and lessons as an emerging business owner, processes for delivering value and solving customer issues, and how to turn dissatisfied customers into brand advocates.

Adi Vaxman is the CEO of Sheba Consulting, a boutique fractional leadership practice supporting organizations in all aspects of strategy, operations, people, technology, and growth. As a seasoned C-level executive, she has more than 25 years of experience leading technology organizations. Adi has served as COO for various startup and mature companies, expanded multinational businesses into global markets, created infrastructures enabling growth, and stabilized distressed organizations.

If you're struggling to scale your business, have you identified the obstacles? How can you streamline operations to advance your company to the next level?

C-suite executive Adi Vaxman has determined five significant growth inhibitors for small and medium-sized businesses. As you reach additional growth stages, your initial team is not always equipped to scale with you, but many companies hesitate to relinquish this talent in favor of innovative professionals. Adi recommends leveraging fractional leadership to acquire well-rounded executives with a wealth of experience. Strategic growth also entails establishing clearly defined roles, implementing and documenting systems for employee accountability, identifying and analyzing KPI metrics, and developing a strategy to integrate each process.

In today's episode of Systems Simplified, Adi Klevit welcomes the CEO of Sheba Consulting, Adi Vaxman, to discuss fractional leadership and business growth processes. She talks about the benefits of fractional leadership, how to prioritize business systems, and methods for ensuring your team follows documented procedures.

Anna David is the Founder of Legacy Launch Pad Publishing, which helps business owners write and publish books to elevate their authority. She is also the author of eight New York Times bestselling books. Through Legacy Launch Pad, Anna oversees many books that become Wall Street Journal and USA Today bestsellers, helping clients add six figures to their bottom lines by attracting high-quality leads. She has appeared in major news outlets, including Good Morning America, the Today Show, and The Talk, and has written for Playboy, Vanity Fair, and HuffPost, among many other publications.

The average book sells 300 copies, but most don't receive acclaim in today's competitive publishing landscape. A distinguished book is systematic, relying on audience impact rather than generated sales. So how can you write a book to become a thought leader in your industry?

New York Times bestselling author Anna David says that while you can't make money writing books anymore, you can build authority to grow your business. This comprehensive process involves defining your target audience — generally, your company's client base — and writing a book that meets their needs and promoting it through speaking engagements. But not everyone excels at writing, so Anna suggests hiring a ghostwriter to help you craft a purposeful message that reaches various audiences to attract more clients.

Tune in to this episode of Systems Simplified as Adi Klevit sits down with Anna David, Founder of Legacy Launch Pad Publishing, to discuss book writing and publishing processes for establishing yourself as a thought leader. Anna shares strategies for generating interest in your book, the importance of crafting an intentional message, and how to include lead magnets in your book.

Leeatt Rothschild is the Founder and CEO of Packed with Purpose, a certified woman-owned corporate gifting company creating social impact through gift-giving. Packed with Purpose ranked #149 in the Inc. 5000 Fastest-Growing Private Companies. She has over 18 years of experience at the intersection of business, sustainability, and brand purpose while empowering underserved women with job skills.

Passionate about social change, Leeatt serves as a board member for the Anti-Defamation League and is an advisory board member of Bright Endeavors. Before Packed with Purpose, she was the Vice President of Advisory Services at Mission Measurement, where she advised Fortune 500 Chief Sustainability Officers and executives on maximizing the impact and returns of their social responsibility initiatives.

Carefully documented processes are the crux of any functional business as they promote operational efficiency and mitigate risks. How can you demonstrate the benefits of procedures to your team and ensure they're observed?

Leeatt Rothschild cites employee buy-in as the catalyst for effective process documentation and follow-through. Communicating the individual and team benefits of procedures while providing the accountability to execute them provides employees with a purpose in your organization. Leeatt encourages business owners to utilize processes in their daily operations to ensure relevancy and resolve urgent issues.

In this episode of Systems Simplified, Adi Klevit welcomes the Founder and CEO of Packed with Purpose, Leeatt Rothschild, to speak about how she documents processes and procedures. Leeatt explains how she conceptualized and executed her business, how to ensure your team adheres to processes, and imparts advice on keeping processes relevant.

Jamey Schrier, PT, is the Founder and CEO of Practice Freedom U, where he helps growth-minded practice owners, including physical and occupational therapists, build and scale their businesses while working fewer hours in the clinic. He owned a multi-clinic physical therapy practice for over 15 years, which he sold for 66% over market value. As a sought-after speaker, business expert, and bestselling author of The Practice Freedom Method, Jamey has spoken at industry conferences, including the Private Practice Section APTA Conference.

If you're a medical practitioner, you probably believe that by executing your craft, business management will come naturally. Yet many practice owners take on too many responsibilities, going into debt in the process. How can you extricate yourself from your clinical tasks and focus on personal and professional growth?

After working over 70 hours a week, struggling to attract and retain quality talent, and nearly losing his practice to a fire, physical therapist Jamey Schrier hired a business coach and delegated his tasks. Throughout the process, he observed three core business components: marketing, management, money, and mindset. To gain freedom from your daily practice, you must implement processes to build authentic referral sources, hire from the top down to create a team that shares your values, and manage finances effectively. By cultivating an ambitious mindset, you can build a business that carries a legacy.

Adi Klevit hosts the Founder and CEO of Practice Freedom U, Jamey Schrier, on this episode of Systems Simplified to discuss liberating yourself from your private practice. Jamey shares the challenges he endured managing his practice, his revelation to gain freedom, and how to structure and build a thriving company.

Michèle Hecken is an executive coach, serial entrepreneur, author, and speaker. She has over 25 years of experience running Alpha Translations Canada Inc., a global translation company she started when she was 23. Michèle has also been a member of the Entrepreneurs' Organization (EO) for more than a decade. She successfully scaled her company before offboarding herself and selling it in 2019.

Michael E. Gerber coined the phrase "work on your business, not in it," but what does this actually mean? Many entrepreneurs structure businesses around their skills, leaving little room for freedom and a work-life balance. So how can you create the life and business you desire?

Michèle Hecken has developed a proprietary offboarding process that reaches beyond mere task delegation. The approach begins by permitting yourself to relinquish your responsibilities. Fully offboarding yourself entails developing a vision for your life and business by discovering your passions, examining the status quo to implement company-wide change, providing executives with authority, accountability, and responsibility, and optimizing profits.

Tune in to this episode of Systems Simplified as Adi Klevit interviews executive coach and serial entrepreneur Michèle Hecken about offboarding yourself from your business. Michèle speaks about her motivation for launching a business at age 23, how to customize processes to align with business goals, and her step-by-step offboarding process.

David Nilssen is the Co-founder and CEO of DOXA, which helps small to mid-sized organizations build highly-skilled global teams with the goal of scaling. David is also a member of the board of directors for Guidant Financial and Entrepreneurs' Organization (EO). He hosts The Future Is Borderless podcast, where he features top thought leaders from around the world. David's mission is to help entrepreneurs create the life they want through business success.

When David Nilssen wanted to scale DOXA quickly, he looked offshore to access new talent pools and help the business grow. But transitioning from fully in-person to a mixed environment and eventually entirely remote came with its share of challenges. How did David and his team make the shift?

A critical part of hiring offshore talent in a remote work environment is clarifying your processes and ensuring your team is well cared for. Straightforward processes can help you hire, onboard, communicate, and build company culture while avoiding major obstacles. Tune in to learn more about how DOXA's processes helped David execute major business renovations.

In this episode of Systems Simplified, Adi Klevit is joined by David Nilssen, the Co-founder and CEO of DOXA, to talk about processes when hiring offshore talent and building culture in a remote environment. David discusses common mistakes entrepreneurs make when hiring offshore, the benefits of a borderless team, and how to utilize processes that help your team thrive.

Byron McFarland is a Succession and Equity Compensation Strategist at The McFarland Group, a consulting firm that attracts, rewards, and retains talent through performance equity and ownership succession. In his role, he guides entrepreneurs on transferring ownership and control to achieve total time freedom and financial independence. Before his 18 years at The McFarland Group, Byron was the Managing Director of McFarland & Associates, where he recruited, trained, and coached advisors, executives, and entrepreneurs.

Selling a company to an investor is the traditional business acquisition method. However, these transactions are often reserved for companies with exponential growth, and entrepreneurs have limited control over the process. Conversely, transferring a business to internal management enhances its value and allows owners to maintain a legacy. So how can you plan and execute the process of relinquishing control of your organization?

According to Byron McFarland, developing a structured agreement for appointing new ownership takes approximately three to seven years. Byron has established a planning process involving three fundamental components: people, property, and commitments. The initial phase addresses buyer concerns and expectations and seller goals, needs, and required resources. When evaluating a company ownership transfer, assessing its value, considering potential investments, and reducing risk by surrendering liabilities and shareholder agreements is essential.

Join Adi Klevit in this episode of Systems Simplified as she talks with Byron McFarland, Succession and Equity Compensation Strategist at The McFarland Group, about transferring business ownership to internal management. Byron explains the impact of a business transfer on process documentation, why entrepreneurs sell their businesses to management teams, and the importance of anticipating risks during the planning process.

Chris Manley is the Co-founder and CEO of Engenius, a design agency helping businesses drive more sales and revenue with a website and online presence. He has been boosting sales through web design and digital marketing since 2000. Chris is also the Founder, President, and CEO of Rebuild Upstate, a nonprofit that repairs low-income families' homes.

Every entrepreneur understands the importance of systems for operational consistency and streamlined business processes. But for service-based companies, systems are indispensable for client communication and management. So what procedures can you integrate to provide best-in-class services to your clients?

Chris Manley develops processes for every aspect of client management. Case in point, his 184-step website design method is refined consistently by team members to produce high-quality products customized for each client's needs. Additionally, Chris has set company-wide expectations for quick client communication by having team members on-call to receive requests within minutes.

Tune in to this episode of Systems Simplified as Adi Klevit hosts Chris Manley, Co-founder and CEO of Engenius, to talk about systematizing a business for client management. Chris explains the importance of thorough systems, the benefits of his 184-step website design process, and how he builds systems for client proposals and communication.